Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Isaac Y

Series 65

Swansea, IL

Archford Capital Strategies, LLC

Isaac Young is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at FICO and ByTheYard, as well as teaching at Jordan High School and Jordan Middle School. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and also offers specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Laura W

Series 63, Series 65, Series 66

Swansea, IL

Archford Capital Strategies, LLC

Laura Williams Lawrence is a financial advisor with Archford Capital Strategies, LLC, holding Series 63, 65, and 66 designations and having 10 years of industry experience. She has been with Archford Capital Strategies since 2016. Outside of her advisory role, she serves as treasurer for the nonprofit Boots on the Green and president of the Soccer Booster Club. Archford Capital Strategies provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, asset-allocation approach using a combination of independent managers, mutual funds, ETFs, and proprietary models, and offers specialized programs such as charitable distribution services and trustee-related offerings.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

David K

Series 65

O'Fallon, IL

FRA Wealth Management LLC

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has over 14 years of industry experience, including 12 years at Regions and 3 years with FRA Wealth Management. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses an open-architecture investment approach, combining passive and active strategies, and emphasizes client engagement and education.

Private / alternative investments Wealth management
user avatar
firm logo

Joseph R

CFP®, ChFC®

O'Fallon, IL

FRA Wealth Management LLC

Joseph Roosevans is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC in O'Fallon, Illinois, and has been president of Financial Resources of America, an insurance agency, since 1986. He also serves as president of FRA Trust, LLC, a trust representative office focused on estate planning. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, including high-net-worth clients. The firm uses an open-architecture investment model combining passive and active management, with services ranging from portfolio management to comprehensive financial planning.

Private / alternative investments Wealth management
user avatar
firm logo

Paul A

CFA®, Series 63

Swansea, IL

Archford Capital Strategies, LLC

Paul Alegnani is a CFA® charterholder with eight years of industry experience. He has been with Archford Capital Strategies, LLC since 2018 and previously worked at Bank of America, N.A. for nine years. Archford Capital Strategies serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and trustee-related services, employing a long-term, asset-allocation approach that incorporates a range of investment vehicles and proprietary models.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Christopher C

Series 63, Series 65

Glen Carbon, IL

Integrity Investment Advisors, LLC

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

Multi-generational wealth transfer
user avatar
firm logo

John P

Series 65

Swansea, IL

Archford Capital Strategies, LLC

John Perry is a financial advisor with Archford Capital Strategies, LLC, holding a Series 65 designation and starting his advisory career in 2024. Before joining Archford, he worked in educational roles at Wake Forest University, Creighton University, and St. Louis University High School. Archford Capital Strategies serves individuals, including high-net-worth clients, as well as trusts, pension plans, charitable organizations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Timothy D

Series 65

O'Fallon, IL

FRA Wealth Management LLC

Timothy Dew is a financial advisor with FRA Wealth Management LLC, holding a Series 65 designation and four years of industry experience. Prior to joining FRA Wealth Management in 2022, he worked for eight years at Logistic Resource Solutions. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, utilizing an open-architecture investment model that combines passive and active managers and addresses a variety of financial planning needs including retirement and estate planning. The firm manages a large client base with a small advisory team and offers both discretionary and non-discretionary portfolio management.

Private / alternative investments Wealth management
user avatar
firm logo

Robert R

Series 66

O'Fallon, IL

Rda Financial Network

Robert Reidelberger is a financial advisor at RDA Financial Network with 13 years of industry experience. He holds a Series 66 designation and has been with RDA Financial Network since 2019. Outside of his advisory role, he is a minority partner at SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory services, and a model-portfolio program. The firm employs a combination of discretionary management, third-party sub-advisors, and proprietary strategies under a Wealth Management Committee and supports multiple service channels including fiduciary plan-sponsor services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Jacob H

Series 65

Swansea, IL

Archford Capital Strategies, LLC

Jacob Hong is a financial advisor at Archford Capital Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Archford since 2014. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a range of investment vehicles and offers specialized solutions including options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Joseph S

Series 65

Swansea, IL

Archford Capital Strategies, LLC

Joseph Schmidt is a financial advisor at Archford Capital Strategies, LLC with a Series 65 designation and one year of industry experience. Prior to joining Archford, he worked with Hartford Athletic and Charleston Battery and has experience in collegiate and high school settings. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses with portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized, primarily long-term investment approach using various vehicles including independent managers, mutual funds, ETFs, and private placements, while also offering specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Robert F

Series 63, Series 65

Lebanon, IL

Markowski Investments

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Active portfolio management Options & derivatives strategies Founder/Business Owner
user avatar
firm logo

Samuel H

CFP®, ChFC®, Series 63, Series 66

Swansea, IL

Archford Capital Strategies, LLC

Samuel Hanger is a CFP® and ChFC® with 12 years of industry experience. He has worked at Archford Capital Strategies, LLC since 2015 and held roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2016 to 2023 and Private Client Services from 2023 to 2025. He serves on the Foundation Board of Finance Committee at Southern Illinois College of Belleville, overseeing investments and expenditures. Archford Capital Strategies provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm constructs customized portfolios using various investment vehicles and offers specialized services such as trustee-related offerings and charitable giving programs.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Robert S

Series 66

Swansea, IL

Archford Capital Strategies, LLC

Robert Schlueter Jr. is a financial advisor at Archford Capital Strategies, LLC with 25 years of industry experience and holds a Series 66 designation. He has worked at Archford since 2013 and previously was with Purshe Kaplan Sterling Investments and Private Client Services. Archford Capital Strategies serves a broad range of clients including individuals, high-net-worth clients, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, asset-allocation approach with customized portfolios composed of independent managers, mutual funds, ETFs, securities, REITs, options strategies, and proprietary models.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Michael N

Series 66

O'Fallon, IL

FRA Wealth Management LLC

Michael Nichols is a financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial career, he had employment at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts, with a focus on portfolio management and comprehensive financial planning. The firm uses an open-architecture investment model that integrates passive and active managers and offers access to trust and insurance products through affiliated companies.

Private / alternative investments Wealth management
user avatar
firm logo

Marnie D

Series 63

Swansea, IL

Archford Capital Strategies, LLC

Marnie Deschaine Venneman is a financial advisor at Archford Capital Strategies, LLC with 26 years of industry experience. She holds a Series 63 designation and has been with Archford since 2015. Archford Capital Strategies serves individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolio construction using a variety of investment vehicles and provides specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

James M

CFP®, Series 63, Series 66

Swansea, IL

Archford Capital Strategies, LLC

James Maher is a CFP® with 29 years of industry experience, currently serving at Archford Capital Strategies, LLC. He has held roles at Valmark Securities, Inc., Private Client Services, and Purshe Kaplan Sterling Investments, Inc., and has operated his own legal and consulting practices. Maher is a member of several nonprofit boards, including St. Louis Children’s Hospital Foundation and St. Louis Community Foundation. Archford Capital Strategies provides portfolio management, financial planning, and retirement advisory services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers specialized solutions such as options strategies and Market Participation Structured Products.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Nicholas W

Series 65

O'Fallon, IL

FRA Wealth Management LLC

Nicholas Waeckerle is a financial advisor with FRA Wealth Management LLC in O'Fallon, IL. He holds a Series 65 designation and has been with FRA Trust since 2019. Prior to his current role, he worked in the restaurant industry and was involved with the First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an open-architecture investment model combining passive and active management, and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning.

Private / alternative investments Wealth management
user avatar
firm logo

Gary L

Series 66

Swansea, IL

Prospera Financial Services, inc.

Gary London is a financial advisor at Prospera Financial Services, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked at Prospera since 2025, following a 17-year tenure at Cutter & Company, Inc. and earlier roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Outside of his advisory work, he is involved in a business that rents inflatable bounce houses and slides. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Nicholas F

Series 63, Series 65

O'Fallon, IL

Visionary Wealth Advisors, LLC

Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with securities licenses Series 63 and Series 65 and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and TD Ameritrade. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies developed internally or sourced from third parties and offers clients the option to select advisers whose philosophies align with their objectives.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)